DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
IGOV

ISHARES TR

159 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288117·159 13F holders·last filed Mar 31, 2026
Market cap
3.4%
vs prior quarter
13F value held
$413M
77.0% inst. owned
of float
Holders
159
-75 QoQ
filers reporting
Activity
+31 / −6
+949 added · −795 reduced
this quarter
Concentration
27.10%
Itau Unibanco Holding S.A. #1
top holder share
AI Holders Summary · Q1 2026

159 institutions reported IGOV in Q1 2026. Itau Unibanco Holding S.A. leads at 27.1% of the visible book. -75 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Itau Unibanco Holding S.A.
CIK 0001132597
$112M2.7M2.60%Q1 2026
02
Creative Planning
CIK 0001540235
$63M1.5M0.04%Q1 2026
03
Checchi Capital Advisers, LLC
CIK 0001598186
$24M588K1.22%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M504K0.00%Q1 2026
05
Sumitomo Mitsui DS Asset Management Company, Ltd
CIK 0001411530
$19M474K0.16%Q1 2026
06
Neuberger Berman Group LLC
CIK 0001465109
$18M445K0.01%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$16M383K0.00%Q1 2026
08
EVOKE WEALTH, LLC
CIK 0001793432
$16M379K0.28%Q1 2026
09
Patriot Financial Group Insurance Agency, LLC
CIK 0001694883
$13M319K0.74%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M308K0.00%Q1 2026
11
UBS Group AG
CIK 0001610520
$12M288K0.00%Q1 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M276K0.00%Q1 2026
13
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$11M268K0.00%Q1 2026
14
LEUTHOLD GROUP, LLC
CIK 0001170152
$10M249K1.12%Q4 2025
15
MACKENZIE FINANCIAL CORP
CIK 0000919859
$10M250K0.01%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$10M240K0.00%Q1 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$10M237K0.00%Q1 2026
18
Avos Capital Management, LLC
CIK 0001948622
$8M203K3.30%Q1 2026
19
Aspect Partners, LLC
CIK 0001985284
$8M201K3.37%Q1 2026
20
North Ridge Wealth Advisors, Inc.
CIK 0001974277
$8M191K4.41%Q1 2026
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